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Enhancements

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Events Whiteboard - add notes tied to events

Currently there is an option to add a column for notes but it is the whole file notes. I'd like to have the option to just show us if there are notes tagged to that specific event and when you click on it see those.
Erin Shea about 2 months ago in ClosingVue / Enhancements 0 Future Consideration

Allow for inputting of legal descriptions for additional properties

Currently Closing Vue only provides an area for the legal description under the Primary Property. It would be great if legals could be inputted for additional properties as well. Also great would be tags for those additional legal descriptions.
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Refresh Documents

Create the ability to refresh a document with updated data. For example, if you have already generated and saved your documents and then make changes to the seller/borrower details and/or property details, etc. have the ability to refresh the docu...
Angeline DeShazo 9 months ago in ClosingVue / Enhancements 1 Feedback & Review

Report Automation

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.
Guest 6 months ago in ClosingVue / Enhancements 3 Future Consideration

Multiple Escrow Deposits

Adding additional boxes for multiple deposits
Arilee Ortiz 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Notes in Escrow Accounting

It would be helpful if there was a place to make instructional notes in Escrow Accounting (e.g., seller requested wire for proceeds, FedEx proceeds check and legal fee to seller's attorney)
Guest about 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Add Fiscal Year to Tax Period

In my area we have a School Tax period that runs from July 1st - June 30th and it would be nice if that was an option in the Payment Schedule of the Tax Amounts and Proration.
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Color Code Document to Delete.

When in Documents Management and you go to delete a document it would be helpful if that line of what is being deleted would be color highlighted so you can see easier what you are deleting. It would cut down on accidently deleting the wrong docum...
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Additional properties need to be searchable by users and viewable by searchers.

On the Property Information page you can add multiple properties which is great. If you look up an address that is not the primary property it will not pull up. Also the searcher only receives the information for the primary property. This means t...
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add Real Estate to the drop down menu on the Escrow Accounting Page

A broker will often allow us to pay the real estate agent their share of the commission at the closing table. When doing the payment split in Escrow Accounting, there is no option in the drop down menu for the real estate agent, so we have to type...
Donald Walters 5 months ago in ClosingVue / Enhancements 0 Feedback & Review